ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,708,129 | +12.4% | 18,189 | +16.6% | 0.01% | +16.7% |
| Q2 2023 | $1,519,986 | -22.1% | 15,596 | -27.7% | 0.01% | -25.0% |
| Q1 2023 | $1,951,549 | -4.0% | 21,576 | -10.1% | 0.01% | -11.1% |
| Q4 2022 | $2,033,192 | -7.2% | 23,990 | -13.1% | 0.01% | -10.0% |
| Q3 2022 | $2,192,000 | +90.6% | 27,602 | +101.4% | 0.01% | +100.0% |
| Q2 2022 | $1,150,000 | +5127.3% | 13,704 | +6244.4% | 0.01% | – |
| Q1 2022 | $22,000 | -15.4% | 216 | -11.1% | 0.00% | – |
| Q4 2021 | $26,000 | +4.0% | 243 | -5.8% | 0.00% | – |
| Q3 2021 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q2 2021 | $25,000 | +8.7% | 258 | 0.0% | 0.00% | – |
| Q1 2021 | $23,000 | -43.9% | 258 | -46.0% | 0.00% | – |
| Q4 2020 | $41,000 | +105.0% | 478 | +85.3% | 0.00% | – |
| Q3 2020 | $20,000 | +11.1% | 258 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | – | 258 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |